4811 results found
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Reporting - Run customer/supplier activity report for a range of customers.
Add the feature to run customer/supplier activity report for a range of customers.
Xero team quote "this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for."
But it is not we required. Receivable only show outstanding receivable , not all transaction during the selected period for that customer.
We would like to have some sort like customer movement report with selected filter of a range of customer.
1 voteHi there, appreciate you trying the report we shared in your last post. Taking on board your recent feedback, it still sounds like this is something you could get with Xero's existing reports.
For example in the Receivable Invoice Details report, you could Group by Contact, select the Date Search to run by Due date, and add a filter for Status to only show invoices that are Approved or Sent, excluding those that are Paid.
Alternatively the Aged Receivable Details report will offer similar information on only the invoices that are outstanding at the date the report is run.
Keen to hear if either of these achieve what you're needing. Just reply to my update to let us know 🙂
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UK Payroll - Show leave balances on payslip in days and hours
Show leave balances on the payslip as days and hours. This would allow employees to better understand their leave balances without needing to do extra calculations.
125 votesHey everyone, thanks for all your engagement on 'AU & UK Payroll - Show leave balances on payslip in days and hours'.
To better support our UK and AU Payroll product teams, we've split this idea by region and they can now gain support individually from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂
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AU Timesheet approval process upgrade
Timesheet approval process
- Give payroll admins the ability to move the status from "draft" to "pending approval" as is possible in NZ and UK or
- Give permissions to users with approval power to see the timesheet in the "draft" status through "Xero me" or
- Permit users with approval power to see the "timesheet" module in addition to "Xero me"
6 votesThanks Daria, for sharing your idea with us.
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero
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MTD for IT - Make available to users without a Xero partner
Allow self employed who are not VAT registered to use MTD.
I've just signed up to submit accounts via MTD with HMRC but Xero currently don't allow me to do this unless I use an accountant. I use Xero so I don't need an accountant... I'm now a bit stuck as HMRC require me to submit account for the current 2025-2026 tax year this way and I have no way of doing this. Please help! thanks.2 votesThanks for your interest in Xero’s MTD for IT beta and for sharing this idea here. In the first phase of our beta, we’re only supporting Xero Partners.
However this will be rolled out to users without an accountant, please complete our expression of interest form to register your interest and we’ll be in touch when we have more information on expanding the beta. You may also like to check out the MTD for the Self employed guide on the Xero website.
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AU Payroll - Ability to edit timesheet tracking after a pay run is processed
At the moment, if an employee allocates their hours to the wrong cost centre (i.e. the incorrect Xero tracking category) and the payroll has already been posted, there’s no way to correct the allocation — even if the pay run hasn’t yet been submitted to the ATO.
This becomes problematic for organisations like ours that rely on accurate tracking of labour costs by project or cost centre. In most cases, the number of hours worked remains correct — it’s just the cost centre allocation that needs fixing.
Would it be possible to introduce a feature that allows tracking categories to…
1 voteThank you for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea to allow tracking categories to be edited after a payrun has been posted. This has now moved to the Gaining Support status.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Sales Credit Notes - Allow editing branding theme on paid credit notes
Currently it is possible to change the branding applied to invoices even after they are paid. It is not possible to do the same for a credit note which means that if there is a change in corporate branding that any credit notes that have been posted need to be recreated to be able to make the change. This should not be so difficult.
1 voteThank you for your engagement and letting us know that you would like to be able to edit the branding theme on paid credit notes.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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BAS - Taxable payments annual report - GST registered or not
It would be good if on the taxable payments annual report, when it shows that the ABN has been 'provided' that this is also linked whether the ABN status is GST registered or not. This would be an easy checking tool that the GST charges has been properly done so and would make the person lodging the form to easily identify whether or not GST should be charged or not. MYOB has the function is client to check this whether its GST registered or not. Would be great for some more improvement on this making it quicker to lodge the…
3 votesThanks for sharing your feedback with us, Melissa.
We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.
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NZ Payroll - Xero Me: Display Company Credit Card Balances for Employees
It can be a dashboard view on the app.
1 voteThanks, Merilda, for sharing your idea!
We've reviewed it, and it's now available for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…
4 votesHi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Invoicing - view contacts last few invoices (at least 5)
Hi Xero Team,
I’d love to suggest a feature that would really improve efficiency when invoicing clients with recurring or frequent billing.
In QuickBooks, when selecting a contact on an invoice, it would show a quick reference of that client’s last 5 invoice amounts. This helped a lot with ensuring consistency in recurring invoices, especially when amounts vary slightly month-to-month.
In Xero, the “Add Last Item” toggle doesn’t quite solve this, since many clients have more than one invoice per month — so it may not reflect the most relevant or recent invoice for the context.
It would be amazing…
1 voteThanks Dusanke, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Manual Journal Entries - Add detailed history
Hi Team,
We would like to highlight that in India, it is a regulatory requirement to maintain an edit log (Audit Trail) based on the Triple ‘W’ Approach – When, Who, and What.
For example, if a journal entry is edited, the system should capture and display:
Previous values (amount, GL code, date, narration, etc.)
Since this is a regulatory requirement, could you please confirm if an enhancement can be made to comply with this, and share an estimated timeline?
Looking forward to your confirmation.
1 voteThanks for submitting your idea, Dilip.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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BAS - Automatically attach BAS report to draft Bill
When you lodge BAS using Xero automation, it creates a draft Bill. My idea is that the BAS report the bill is based on, is also uploaded to the draft Bill as an attachment.
4 votesThanks for submitting your idea, Marius.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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NZ Payroll - Notification when an employee is added or removed
Can we please have an automatic email notification to the subscriber when a organisation adds or removes an employee - This would be required for the purposes of updating billing when the ability to add additional employees for $4 takes place in September 2025.
1 voteThanks for submitting your idea, Todd.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Tax (UK) - Aligning sole trade accounts expense categories to mirror tax return
It seems we can only class expenses within the profit & loss as staff costs or other charges. Ideally the breakdown should match the tax return.
1 voteThanks for submitting your idea, Victoria.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU - Payroll Activity Summary to show per employee
Payroll Activity Summary to show per employee, not just as a total for all employees. Currently you have to select each employee to generate the totals for 1 employee and if you have 100 employees, that's 100 reports instead of just 1.
Exactly like MYOB does it, sample MYOB report attached.5 votesThanks for submitting your idea, Tom.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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NZ Payroll - Copy timesheet tracking
It would be great if we could copy timesheet tracking each week. We have a client that has extensive tracking for timesheets - with some employees having time tracked to a number of different tracking codes. It would be a huge timesaver to be able to save the tracking for each employee so we do not need to enter it each payrun.
1 voteThanks Jo, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Single sales report - for the sales team
Single report for our Sales Team that will show:
Sales MTD vs Target (Month by Month YTD)
Number of Invoices by Month
Avg Value of Invoices by month
2 votesThanks, Terry! We're grateful for your engagement and for sharing the changes that are important to you.
Our team has reviewed your idea, and it's now open for our community to support. In addition to voting, other members can now comment and share how your idea could improve their own experience with Xero.
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Xero Network - Send purchase order via the network
Xero to xero network - send purchase orders. Want to be able to send my regular supplier a Xero Purchase order via Xero network, who can then create a bill in their Xero, who can then send me their Invoice via Xero network. Would be super helpful given the start of the workflow is typically the purchase order.
2 votesThanks for your idea, Paul. Great to hear you find using the Xero network helpful in your workflow.
We'll gauge the interest from the community in expanding the use of the network to send purchase orders. This isn't something we have plans for at this stage but we'll let you know if there are any updates.
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UK Tax - Vat number on Vat Tab
Please show the VAT number on the VAT page. At the moment either need to go via the Financial settings or drill into a VAT return to see the VAT registration number. Would be good if quickly visible on the VAT page
1 voteThanks for sharing your idea with us, Rowan. We appreciate you taking the time to let us know what changes matter to you.
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Payment Services - Ability to set Zip fee to be added on top of invoice amount
Please add option in Xero Payment Services to pass Zip transaction fees to customer on top of my invoice amount. At least most of the invoice amount will be paid to me.
Like Stripe card payment service, pop-up could prompt payee to accept the fee on top of invoice amount. The 5-8% zip fee is too high to absorb for my sole trader businesses.
In Xero > Settings > Payment Services - the Zip payment service could have some settings just like Stripe card payments has to choose that option of including fees in the amount or adding the zip…
2 votesThanks for submitting your idea , Michael
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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